Capital Gain Distribution Analysis

TIBCX - Managers

Jason Brady

Manager

Start Date

Feb 01, 2007

Tenure

11.08

Tenure Rank

1.5%

Jason Brady is president and CEO of Thornburg Investment Management. He is responsible for the company’s overall strategy and direction. He is also the head of the firm’s global fixed income investment team and a portfolio manager on several strategies, including Thornburg Investment Income Builder.
Jason was named president and CEO effective January 1, 2016. He joined the firm in 2006 and was made portfolio manager and managing director in 2007. His book Income Investing: An Intelligent Approach to Profiting from Bonds, Stocks and Money Markets is a step-by-step guide to income investing.
Jason holds a BA with honors in English and environmental biology from Dartmouth College, and an MBA with concentrations in analytical finance and accounting from Northwestern’s Kellogg Graduate School of Management. He is a CFA charterholder. Prior to joining Thornburg, Jason was a portfolio manager with Fortis Investments in Boston, and has held various positions at Fidelity Investments and Lehman Brothers.

Brian J. McMahon

Manager

Start Date

Dec 24, 2002

Tenure

15.19

Tenure Rank

0.6%

As chief investment officer, Brian McMahon is responsible for Thornburg Investment Management’s overall investment activity. He also co-manages Thornburg’s global equity portfolios.
Brian served as president of the firm from 1997 to 2015 and CEO from 2008 to 2015 and was promoted to vice chairman in 2016. He managed Thornburg’s laddered bond portfolios from their inceptions from 1984 until 2000 and remains actively involved in securities analysis for various Thornburg managed portfolios.
Brian holds an MBA from Dartmouth College’s Amos Tuck School and a BA in economics and Russian studies from the University of Virginia. After receiving his MBA, Brian joined Norwest Bank in 1979, and held various corporate finance positions before joining Thornburg Investment Management as chief investment officer in 1984.

Ben Kirby

Manager

Start Date

Feb 01, 2013

Tenure

5.08

Tenure Rank

5.7%

Ben Kirby is portfolio manager for Thornburg Investment Management. He joined Thornburg in 2008 as equity research analyst, was promoted to associate portfolio manager in 2011, and was named portfolio manager in 2013. Ben holds a BA in computer science from Fort Lewis College and an MBA from Duke University’s Fuqua School of Business. Prior to graduate school, Ben was a software engineer at Pinnacle Business Systems in Oklahoma City, Oklahoma. He is a CFA charterholder.